Course Management Investment Advisors

"Absolutely horrible experience. My young family and our money should have stayed away from Course Mgmt. My past advisor retired and I was stuck with Course Mgmt. I was amazed at their high agent fees and a lack of mgmt of my account. Small gains were made for short intervals and those were with eventually huge losses and a list of excuses. Do not use this firm. If they put as much time in to actually managing accounts instead of excuses maybe they’d be worth your time. It was shocking how much money they lost for me. I even looked at my spouses and other family members IRA rollovers during the same period, they all had meager gain, Course mgmt had huge losses in the same period. I bolted from them and should have earlier. Stay away! Horrible experience and just excuse after excuse after excuse…."

"Holy cow! Friend recommend these guys to me and my account has been up, up, up ever since! My account saw double digit returns in the first 9 days. Not sure if this is normal or if it's their investing style. I know it's more than my last financial advisor. Pros: Organized, smart, communicative. Nice building with multiple team advisors with Albert as firm portfolio manager. Cons: Limited beverage selection, maybe a hot coco machine would be welcomed"